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Don’t Shirk Fiduciary Responsibility – Shift It

Don’t Shirk Fiduciary Responsibility – Shift It

by Kibria Golam | Jan 13, 2021 | Advisor News, Advisors, Employer News, Employers, Retirement Plan Design

Over the past decade there has been a trend among states to create state-sponsored retirement plans. A move is underfoot in many states to mandate participation. 1 What is a State-Sponsored Retirement Plan? A state-sponsored retirement plan provides employees with a...
Now is the Time for a 401(k) Checkup!

Now is the Time for a 401(k) Checkup!

by Paul Fennell | Dec 15, 2020 | 401(k) Fiduciary Compliance, Employee Articles, Employees, Saving

Winter is a great time of year to review your retirement account. For one thing, it’s tax season. So you’re already thinking about money. Plus, life is generally less hectic in winter. Before the pace picks up, spend some quality time with your 401(k). Check the Big...
Financial Advisor Marketing & Prospecting During COVID

Financial Advisor Marketing & Prospecting During COVID

by Kibria Golam | Sep 30, 2020 | Advisor News, Advisors, Cash Balance, Cash Balance Article, Employer News, Employers

It can be done! The pandemic has limited traditional in-person networking. But forward-thinking advisors aren’t discouraged… Here are 5 Ways Advisors Can Meet Clients Where They Are Today: Expand Your Social Media Presence Pair High-Tech with Low-Tech Play...
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